IntelliMARS vs RFMS CRM

Key Features and Benefits: • Get a 360-degree view of Firms, Offices, and Advisors and track all communication history with an Advisor. • Ability to dynamically drill down into graphical views of specific market segments, product sales, and business relationships such as the performance of Firms, Offices, Reps, and Accounts. • Gain visibility across distribution channels, product lines, and geographic territories. • Manage CRM activities. Schedule calls, meetings, activities, and update contacts • Ensure your sales organization is better prepared for each meeting, is more efficient in identifying the right opportunities, and is more effective during each sales call. • View current market share and competitive analysis information. • Gain insights into potential sales opportunities, reveal hidden trends, patterns, and outliers instantly • Answer questions and address concerns - right on the spot • Analyze sales and asset trends • Identify top producers and cross-selling opportunities • View Exchange Traded Funds (ETF) reporting • View Executive and Wholesaler Trend Reporting Salesforce Integration: • Achieve single sign-on between Salesforce and IntelliMARS, and integrate CRM activities like events, tasks, emails, and notes. • Track tasks, events, and emails efficiently with a clear dashboard showing past, present, and upcoming activities. • Utilize the Global Search feature to search for Opportunities, Leads, Campaigns, Products, Users, Tasks, Events, Offices, Notes, Emails, and Reps. • Leverage redesigned profiles with additional metrics, customizable sub-menus, app themes, and user-driven custom sections. • Efficiently manage Rep updates, Contacts, and Accounts with new fields and enhanced organizational structure. Note: To use IntelliMARS with your business data you must have a valid Username and Password provided by your organization. This application is not suitable for private users.

Customer Relationship Management App Every sales department needs a systematic method to gather leads, communicate with potential customers and manage the workflow from the initial sales opportunity to closing the sale. If your sales staff is struggling with: * Keeping track of leads and prospects * Managing your sales workflow * Timely communication with your customers CRM solves these issues and more from the freedom of your mobile phone or tablet. CRM is the Missing Link. Fulfills the Needs of Each Role: SALESPERSONS * Organize sales opportunities with a defined workflow * A single starting point that feeds important project requirements throughout the sales process * Online customer portal providing quote and order status with two-way dialog * Advanced communication with the customer throughout the sales process via a web portal, text messages, and email * Calendar and scheduling features shared through the company * Customer profile and history * Internal notifications to let estimators know where, when and what to measure and estimate SALES MANAGERS * Visibility to sales process across company * On-demand reporting with trends, activity and key performance metrics in real-time